This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CPR INVESTMENTS INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 1980earliest registration or exam on IAPD

Years in industry

46derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S65|S63

First exam

Aug 7, 1981

First registration

Aug 2, 2000

Dual registered

no

IAPD individual key

734479

• Occurred

  Dec 6, 2023
  Advisor changed firm

  Robert Burns Ausdal left Ausdal Financial Partners, Inc. for Cpr Investments Inc (registered 2023-12-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9d9e3482-5170-8aba-cce5-1162bd4ff0e0

First observed

Aug 2, 2000

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.